“We focus on companies which have potential to generate operating cash flows (Small Cap) and free Cash Flows (Mid and Small Caps),” says Arpit Agrawal, Co-Founder & CIO of Electrum Portfolio Managers.

In an interview with ETMarkets, Agrawal said: “We are believers in potential cash flow generation in the business rather than Profitability in the Profit/Loss statement. We use a GARP (Growth at a Reasonable Price) Style to identify and invest in our portfolio companies,” Edited excerpts:

Thanks for taking the time out. The month of January 2025 wasn’t that good for the Electrum Laureate Portfolio, but the fund has given impressive returns in the last 1 year beating benchmark with a wide margin. Please take us through the numbers.
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